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Octavia Wealth Advisors’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

Octavia Wealth Advisors’s Portfolio IMTB Stock Details IMTB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.4M Buy
581,061
+96,360
+20% +$4.2M 2.88% 8
2025
Q1 		$21M Buy
484,701
+268,451
+124% +$11.7M 2.55% 9
2024
Q4 		$9.18M Buy
+216,250
New +$9.18M 1.11% 23